Lead/Job Pages
A Lead or Job Page focuses on the details of a specific moving job.
Key Features:
Contact Information: Customer details specific to this job.
Requested Services: The services required for this specific job.
Addresses: Pickup and delivery locations for the move.
Inventory Information: Details of items being moved.
Estimates and Final Results: Job-specific cost estimates and outcomes.
Purpose:
Designed for tracking and managing the specific details of a move or service.
Used day-to-day to ensure accurate execution of individual jobs.
Customer Pages
A Customer Page serves as a centralized hub for managing all jobs and financial data for a single customer.
Key Features:
Job History: View all jobs linked to the customer, including statuses and creation dates.
Invoices and Payments: Access a record of all invoices and payments across multiple jobs.
Reusable Contact Info: Reuse customer details like phone numbers, emails, and addresses for future jobs.
Account Balance: View balances across all jobs for the customer.
Purpose:
Provides a high-level view of a customer’s activity and financial details.
Simplifies management for repeat customers and consolidates historical data.
How They Work Together
From a Job to a Customer:
When a lead or job is linked to a customer, the data is rolled up to the Customer Page for centralized tracking.
From a Customer to a Job:
Use the Customer Page to quickly navigate to any linked job for detailed information.
You can also use the Customer Page to reuse customer details on new jobs.
Why Use Both Lead/Job Pages and Customer Pages?
Benefits of Lead/Job Pages
Precision: Manage the granular details of each individual move or service.
Operational Execution: Ideal for day-to-day job management.
Benefits of Customer Pages
Centralization: Aggregate all job and financial details for a customer in one place.
Efficiency: Reuse customer data to save time on repeat jobs.
Financial Insights: Quickly assess account balances, invoices, and payments for better financial oversight.
Best Practices
Always link jobs to Customer Pages for accurate and organized records.
Use Customer Pages for repeat clients to streamline job creation and data reuse.
Rely on Job Pages for operational details to ensure job success.
For further assistance or questions, feel free to reach out to our support team! 🚀